Advisors for the Neonta Family Office
Our Philosophy:
We sustainably make money by:
Earning income in fiat
Saving in real assets
Investing privately where we can affect the outcome
Risk Management:
Assume Only Necessary Risks For Given Level Of Returns
Accept (Retain)/Remediate (Remove)/Mitigate (Reduce) Risks
Liability Insurance (Home/Auto/Umbrella)
Property/Casualty Insurance (Home/Auto)
Whole Life Insurance
Owners's Policy of Title Insurance (Before-sale Title Issues)
Homeowner's Policy of Title Insurance (After-sale Title Issues)
Identity Theft Insurance
Home/Appliance Maintenance Plan
Medical/Dental/Vision Insurance
ST/LT Disability Insurance
LTC/Confinement Care Insurance
Fixed Indemnity Insurance
Lifetime Income Protection (Annuities)
Final Expense Insurance
Asset-based Financing:
Real Estate (First-position HELOC and HECM)
Whole Life Insurance (High Cash Value/Policy Loans)
Cash-value Collateral Loans (CV-LOC)
Precious Metals (Depository Storage/PM Loans)
Securities (Margin Loans/SB-LOC)
Interest Strategies:
Simple vs. Amortized Interest
Interest Rate Spread Arbitrage
Volume of Interest vs. Rate of Interest
Uninterrupted Compound Interest
High-level Strategies:
Sound Money/Inflation Protection
Buy, Borrow, Bye (Die)!
Income/Capital Gains Tax Avoidance (Not Evasion)
Estate and Trust Planning
Speculation Is Not A Surrogate for Yield
Secured Debt Only: Below, At Or Near Prime
Passive Income (Turn Net Worth into Cash Flow)
Physical, Real and Infrastrastructure Assets
Dividend Income, Especially Closed-end Funds, MLPs, REITs and ETFs
Velocity Banking
Infinite Banking
Cash Flow Optimization
Viatical Settlements
Tax Liens & Tax Deeds
Defined-risk Options Strategies on Underlying Stocks and Futures